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Burke & Herbert Financial Services Corp

52 hedge funds and large institutions have $105M invested in Burke & Herbert Financial Services Corp in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

22.02% more ownership

Funds ownership: 0%22.02% (+22%)

Holders
52
Holders Change
+52
Holders Change %
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
52
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
26
Wealthspire Advisors (New York)
New York
$412K +$504K +6,419 New
Bank of America
27
Bank of America
North Carolina
$392K +$479K +6,101 New
LBC
28
Lowe Brockenbrough & Co
Virginia
$385K +$471K +6,000 New
MIM
29
Montgomery Investment Management
Maryland
$377K +$461K +5,866 New
CCG
30
Cypress Capital Group
Florida
$354K +$433K +5,520 New
JP Morgan Chase
31
JP Morgan Chase
New York
$320K +$392K +4,990 New
Morgan Stanley
32
Morgan Stanley
New York
$282K +$345K +4,393 New
UBS Group
33
UBS Group
Switzerland
$246K +$301K +3,832 New
VF
34
Virtu Financial
New York
$246K +$301K +3,835 New
MIM
35
MetLife Investment Management
New Jersey
$223K +$272K +3,471 New
DC
36
Davenport & Co
Virginia
$208K +$254K +3,240 New
AIG
37
American International Group
New York
$199K +$243K +3,097 New
Deutsche Bank
38
Deutsche Bank
Germany
$184K +$225K +2,872 New
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$167K +$204K +2,600 New
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$137K +$168K +2,141 New
Citigroup
41
Citigroup
New York
$123K +$150K +1,916 New
TRCT
42
Tower Research Capital (TRC)
New York
$121K +$147K +1,877 New
Barclays
43
Barclays
United Kingdom
$82.2K +$101K +1,281 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$47K +$56.8K +724 New
AB
45
Amalgamated Bank
New York
$42K +$51.3K +653 New
M
46
MOTCO
Texas
$37.6K +$45.9K +585 New
AIP
47
Ameritas Investment Partners
Nebraska
$34.1K +$41.7K +531 New
SPIA
48
Steward Partners Investment Advisory
New York
$25.7K +$31.4K +400 New
MLICM
49
Metropolitan Life Insurance Company (MetLife)
New York
$23.1K +$28.3K +360 New
Osaic Holdings
50
Osaic Holdings
Arizona
$12.8K +$15.7K +200 New